2014 to be a big year for wearables, with 17M devices expected to be sold

wearables

Market analyst Canalys reports that 1.6M fitness bands and smartwatches combined were sold in the second half of last year, and is predicting that more than 17M devices will be sold this year, driven largely by forecast sales of 8M smartwatches.

Though currently a relatively small market serving fitness enthusiasts, wearable bands represent a massive opportunity in the medical and wellness segment. 2014 will be the year that wearables become a key consumer technology, as the smart band segment is estimated to reach 8 million annual shipments. Canalys estimates that this number will grow to over 23 million units by 2015, and over 45 million by 2017 …  Read more

Android tablet revenue overtakes iPad for first time, but probably not for long

tablets

Total revenue from all Android tablets combined has for the first time exceeded Apple’s revenue for its iPad sales, according to IDC data crunched by Morgan Stanley’s Katy Huberty.

“For the first time,” she wrote in a note to clients Friday, “Android devices accounted for a greater share of the market in revenue terms than iOS. Android revenue share reached 46.2% in 3Q13, for the first time exceeding iPad share of 45.6%. Android’s unit share grew to 66.7% from 58.5% a year ago, largely driven by Samsung and Lenovo, while iPad share declined to 29.7% from 40.2%” …  Read more

iPhone sales up 28% this quarter, forecasts Morgan Stanley

sales

Morgan Stanley is estimating that iPhone sales for Q3 (Apple’s fiscal Q4) will hit 34.5M, 28 percent higher than the 26.9M sold in the same quarter last year, reports Fortune.

Apple had only just begun taking iPhone 5C pre-orders Sunday when Morgan Stanley’s AlphaWise Smartphone Tracker closed the books on Q3 2013, but the survey had already registered a bump in buyer interest in the company’s line of smartphones …  Read more

Survey suggests iPhone 5C could make Apple the top-seller in the world’s largest market – China

alphawise

If the iPhone 5C is launched in China at $400, and Apple’s partnership with China Mobile for a TDD-LTE version of the handset proceeds as expected, Apple’s market share in China could jump by a massive 19.3 percent – enough to make Apple the number one seller.

The prediction, reported in Fortune, was made by Morgan Stanley’s Katy Huberty on the back of an AlphaWise survey of 2,000 mobile phone owners in China. Full details below …  Read more

Morgan Stanley raises forecast to over a quarter billion iPhones and iPads in 2012

Morgan Stanley analyst Katy Huberty wrote in a note to clients issued yesterday (via Fortune) that U.S. consumers are expect to buy more iPhones in the first calendar quarter of 2012 than even the holiday quarter this year. This is noteworthy as the holiday quarter has traditionally been Apple’s strongest three-month sales period.

Not even the two recent Samsung television commercials (here and here) that poke fun of line waiters seem to be slowing the iPhone momentum (unless you believe a YouGov survey, chart included below the fold). Huberty is now projecting CQ4 iPhone sales anywhere from 31 to 36 million iPhones versus the previous model calling for 30 million units (Wall Street: 28 million). For the first quarter of the next year, Huberty is projecting an astounding 41 million units based on last week’s comments from AT&T and an Alphawise survey conducted for Morgan Stanley the week after Thanksgiving.

That’s a 46 percent increase over her previous 28 million estimate (Wall Street: 26 million). In all, Huberty wrote, Apple should sell 190 million iPhones during the calendar year 2012. As for iPad…

Read more