Apple will announce 4M more iPhone sales than supply chain data suggests, says Morgan Stanley

Photo: digitaltrends.com

Photo: digitaltrends.com

Predictions of disappointing Q2 iPhone sales could be unduly pessimistic, says Morgan Stanley’s Katy Huberty. She expects Apple to announce that it shipped 42M iPhones in the first quarter of the year (Apple’s fiscal Q2), rather than the 38M suggested by supply chain analysis, reports Business Insider. This would represent year-on-year growth of more than 4.5M handsets.

Huberty says that the supply chain may work in overdrive during the holiday quarter to generate extra product, and then ease back in the March quarter, thus giving an unreliable read out on sales.

Huberty bases her estimate on a method which sounds eccentric but has an excellent track-record …  Read more

Analysts estimate Apple sold 55.3M iPhones last quarter, up 16 percent

fortune

With Apple due to report its earnings a week from today, Fortune has run its usual roundup on the numbers analysts are predicting.

The consensus among the 44 analysts we’ve heard from so far – 27 professionals and 17 amateurs — is unit sales of 55.3 million iPhones, up 16% from the same quarter last year.

It’s a near-certainty the numbers will be high …  Read more

Three new reports show the state of the nation for the iPhone

Photo: ibtimes.com

Photo: ibtimes.com

The latest numbers from IDCABI and Strategy Analytics (the latter not yet online) paint an interesting picture of where the smartphone business currently stands, and where the iPhone sits within it.

The overall picture for smartphones is, of course, strong. IDC reports:

In the worldwide smartphone market, vendors shipped 237.9 million units in 2Q13 compared to the 156.2 million units shipped in 2Q12. This represents 52.3% year-over-year-growth, the highest annual growth rate in five quarters. Second quarter shipments were up 10.0% when compared to the 216.3 million units shipped in 1Q13.

While ABI pegged the year-on-year growth at a significantly lower 44 percent, it’s clear that much of the traditional featurephone market is switching to smartphones.

The high-end also remains strong, with both the iPhone and Samsung S4 outpacing the smartphone market as a whole, though both sets of figures show iPhone growth at a long-time low …  Read more