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Apple Projected to Set New March Quarter Record with 42 Million iPhones Shipped

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Apr 12, 2001
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Apple appears poised to continue its string of setting new year-over-year records for quarterly iPhone sales, based on new data from Morgan Stanley analyst Katy Huberty. According to Huberty's "AlphaWise" smartphone tracker, Apple is on track to ship 42 million iPhones during the January-March quarter, topping the March quarter record of 37.4 million iPhones set last year.

Morgan Stanley's AlphaWise tracker follows Google Trends data, and the firm touts that it has been more accurate than analyst consensus in recent quarters. Analyst consensus and Morgan Stanley's own supply chain estimates have been pegging Apple's iPhone shipments for the quarter at 38 million units, but demand numbers appear likely to push that number up.

morgan_stanley_alphawise.jpg
The strong demand appears in nearly all geographical regions, with U.S. carrier and retailer promotions in particular being cited for increasing customer interest.

One area that has not fared as well is China, which is seeing weaker momentum this quarter due to the earlier launch of the iPhone 5s/5c in that country. New iPhones have typically debuted in China several months after the first wave of launches, but Apple made strong efforts to ensure that China was included in that first wave for the latest iPhones. The January addition of China Mobile as an iPhone partner is offsetting that loss of March quarter momentum in China somewhat, but not enough to turn the overall trend for the country positive.

Article Link: Apple Projected to Set New March Quarter Record with 42 Million iPhones Shipped
 
Article Link
https://www.macrumors.com/2014/03/19/2q2014-projected-42m-iphones/
Analysts: Well Apple can only go down from here...this is bad news.
 
But I thought the market was saturated and no one is buying smartphones anymore?
 
I keep on hearing about Android market share... here is one thing I do know. When you are running iOS, you are paying Apple directly. When you are running Android, that money is split between MANY companies. I'd rather keep 100% of the profits in a 10% market share than split 90% with 100 companies.
 
MacRumors said:
Morgan Stanley's AlphaWise tracker follows Google Trends data, and the firm touts that it has been more accurate than analyst consensus in recent quarters. [...] The strong demand appears in nearly all geographical regions, with U.S. carrier and retailer promotions being cited for increasing customer interest.
Click to expand...
What, the demand for searching the word "iPhone" on Google is up? :D
 
cymerc said:
And the stock prices will still fall :confused:
Click to expand...

Not yet. This is the SETUP for the fall. The prediction is that it will be "another record quarter." This is intended to pump up the stock a bit. Then, when the quarterly results come out and Apple sells, say, 41.5 million iPhones instead of the "predicted" 42 million, the stock will take a dive because even though 41.5 mil would still be a record, not beating the estimate = DOOOOOOOMED.

Mark my words, this is *exactly* what will happen. Already, the hard data (as the article points out) suggest the number is closer to 38 million so far, not 42.
 
furi0usbee said:
I keep on hearing about Android market share... here is one thing I do know. When you are running iOS, you are paying Apple directly. When you are running Android, that money is split between MANY companies. I'd rather keep 100% of the profits in a 10% market share than split 90% with 100 companies.
Click to expand...

If you owned the company, yes. If you are an Apple shareholder, yes. As Joe consumer, why?
 
Only last 4 quarter`s data make it a more accurate predicting tool? What about the previous 16 quarters?
 
furi0usbee said:
I keep on hearing about Android market share... here is one thing I do know. When you are running iOS, you are paying Apple directly. When you are running Android, that money is split between MANY companies. I'd rather keep 100% of the profits in a 10% market share than split 90% with 100 companies.
Click to expand...
Actually all the money in the Android market goes to Samsung. Yes, the profits are split between 100 companies, but most of them get a negative share.
 
scaredpoet said:
Not yet. This is the SETUP for the fall. The prediction is that it will be "another record quarter." This is intended to pump up the stock a bit. Then, when the quarterly results come out and Apple sells, say, 41.5 million iPhones instead of the "predicted" 42 million, the stock will take a dive because even though 41.5 mil would still be a record, not beating the estimate = DOOOOOOOMED.

Mark my words, this is *exactly* what will happen. Already, the hard data (as the article points out) suggest the number is closer to 38 million so far, not 42.
Click to expand...

I believe this is exactly correct.

Also, Huberty is the worst analyst, and an excellent contrarian indicator. if she says we should buy run for the doors. If she says things are going to zero, probably time to buy. Please keep in mind, I don't think she's stupid; I think she knows exactly what she is doing and I don't know why it isn't illegal.
 
Model for model, Apple still sells the best-selling smartphones of all-time....doesn't seem as though anything can stop them right now. The Galaxy line is losing steam, while the Note line is picking it up - but the Note line is FAR away in terms of unit sales from any of the iPhone models.

Will be interesting to see what the estimates will be for Q4 when Apple releases their larger screen iPhone. 60 million?
 
Tim Cook will probably come under fire for the company not releasing anything new this year, after saying that new products will be coming throughout this year. The fact that there hasn't been an Apple media event will be an issue.

At lease that's my theory based on pretty much what "popped into my head" #


P.S I agree with the poster who pointed out it's only March and the year is still young :) I'm thinking WWDC is where it will all begin
 
Last edited:
irfaanfaki said:
Tim Cook will probably come under fire for the company not releasing anything new this year, after saying that new products will be coming throughout this year. The fact that there hasn't been an Apple media event will be an issue.
Click to expand...

It's March 19th? Last I checked there were still 287 days left in 2014....:confused:
 
I am in agreement with you! But that doesn't mean it won't happen unfortunately. Lol then again like I said in my edit it's just a theory #
 
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