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KGI: Apple to sell over 71M iPhones in holiday quarter, followed by sub-50M to start 2015

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KGI: Apple to sell over 71M iPhones in holiday quarter, followed by sub-50M to start 2015

KGI Research’s Ming-Chi Kuo, one of the few analyst/firms with a respectable record on Apple forecasts, updated its iPhone sales expectation numbers this weekend for the holiday quarter and Q1 of 2015. Strong iPhone shipments in 4Q14. We forecast overall iPhone shipments will surge 82% QoQ to 71.5mn units in 4Q14, given robust demand for iPhone […]

KGI-iphone-2014

KGI Research’s Ming-Chi Kuo, probably the most few analyst/companies with a good report on Apple forecasts, up to date its iPhone gross sales expectation numbers this weekend for the holiday quarter and Q1 of 2015.

Strong iPhone shipments in 4Q14. We forecast general iPhone shipments will surge 82% QoQ to 71.5mn devices in 4Q14, given tough call for for iPhone 6 and iPhone 6 Plus. The iPhone 6 Plus provide scarcity implies now not most effective tough call for, but in addition confirms our considerations relating to constraints inside the supply chain. We consider 4Q14 iPhone shipments shall be more potent if provide chain constraints are eased.

Kuo notes that the iPhone 5c and 4s which might be nonetheless bought in rising markets [like Virgin Mobile in the US?!] will probably be discontinued in 2015 after promotions that paradoxically will support low finish gross sales numbers in Q1 2015. Subsequently, moderate worth consistent with tool bought may also drop considerably for Apple in Quarter 1…

The removing of the iPhone 4s and 5c may even make TouchID and lines like Apple Pay ubiquitous throughout Apple’s telephone lineup.

As for the iPhone 6/6 Plus combine, KGI expects it to settle at a 2:1 ratio favoring the iPhone 6 as soon as provide constraints ease up. That is close to what we’ve seen from analysts and our own site.

KGI forecasted a similar holiday spike/2015 fall for iPads last month.


Filed underneath: AAPL Company Tagged: Apple Inc, iPhone, iPhone numbers, KGI, Ming-Chi Kuo

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