analysts ▪ August 19

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According to respected and generally reliable analyst Ming Chi-Kuo from KGI Securities, Apple’s long-awaited 12.9-inch iPad Pro will feature Force Touch stylus support—perhaps for something like an enhanced Pencil from Paper’s FiftyThree. Earlier this month, we detailed what to expect from Force Touch on iOS including support for an enhanced stylus paired with the larger iPad models.

He expects the larger tablet to go in to production between September and October and that the stylus will be able to take advantage of the new iPad’s Force Touch-enabled screen. It’s being imagined as a feature which could help users more easily navigate the larger display of the iPad Pro. KGI has predicted an optional Lightning-charging stylus sold alongside the larger-screened iPad since earlier this year.

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analysts ▪ July 20

Since its launch, Apple Watch sales estimates have either shown it as doing incredibly well, or that it’s doomed to failure. Tim Cook hasn’t announced any figures yet, and may not even report them during tomorrow’s quarterly earnings call. But that won’t stop analysts guessing. If recent “estimates” are anything to go by, the financial wizards in charge of looking in to these numbers have no idea what’s going on. Estimates are all over the place… expand full story

analysts ▪ April 27


With Apple set to reveal its fiscal Q2 earnings after market close today, analysts are expecting double-digit year-over-year growth in all categories except iPads. Fortune‘s roundup says that analysts predict revenue of $56.84B, up a massive 24.5% year-over-year, and above the top end of Apple’s $52-55M guidance. Earnings per share is predicted to be $2.21, up a third on the previous year, with gross margin just shy of Apple’s top-end guidance at 39.4%.

Double-digit growth is expected in both iPhones and Macs. For iPhones, the prediction includes sales just under 56M, 32.6% higher than the same quarter last year, while Mac sales are forecasted to hit 4.7M, 13.6% up on last year …  expand full story

analysts ▪ March 5

Apple Watch shipments Strategy Analytics

Research firm Strategy Analytics released its latest report today forecasting global Apple Watch sales and smartwatch marketshare for 2015. The firm’s predictions put Apple’s anticipated global smartwatch marketshare at more than half with 54.8% reached in 2015. Notably, that forecasted percentage is versus all other smartwatches combined competing with the Apple Watch.

While the report predicts that Apple will take the overwhelming majority of smartwatch sales this year, it predicts a relatively conservative number of units shipped globally in 2015 at 15.4 million. That forecast still beats the collective “other” group with a 12.7 million units shipped globally predicted.

To be clear, the firm is predicting that the as-of-yet unreleased Apple Watch will outsell the existing smartwatch market in 2015…

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analysts ▪ July 21, 2014

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