toggle

AAPL Stock: 94.72 ( + 0.78 )

Printed from http://www.macnn.com

Morgan Stanley forecast calls for 42 million iPhones in March quarter

updated 10:04 am EDT, Wed March 19, 2014

Supply chain data only suggests 38 million

March-quarter iPhone sales should come in stronger than has otherwise been forecast, says Morgan Stanley analyst Katy Huberty. Using the financial firm's "Alphawise Smartphone Tracker," Huberty suggests that Apple will record 42 million iPhones, up from the 37.4 million the company sold in the same quarter last year. Alphawise is based off web search analysis, but has proven reasonably accurate in the past, for instance suggesting 50.5 million phones in the December quarter. Actual sales were about 51 million.

Supply chain data is said to point to just 38 million phones for the current quarter, which would be a marginal increase year-over-year. Huberty argues that this may be because suppliers kick into overdrive during the holidays, but slow down in the following quarter, making them a less accurate gauge.

The supply data is also said to be unreliable because of factors like changes to US carrier policies and plans, which could spur smartphone sales. Retailers like Best Buy and Walmart have also been running discounts for the iPhone 5s and 5c, which could similarly fuel demand.




by MacNN Staff

POST TOOLS:

TAGS :

toggle

Comments

  1. pairof9s

    Mac Enthusiast

    Joined: 01-03-08

    I'd say this forecast should also consider the impact of the near daily rumors of an iPhone 6 and its substantial new features like a bigger screen. Granted, it will have an even bigger impact on next quarter. Still, this will undoubtedly cause a loss of sales for those wanting to wait, at least until it's announced (company included).

  1. chas_m

    MacNN Staff

    Joined: 08-04-01

    If you're taking rumors seriously at this point (7 month out from expected announce date), you may well be one of those people who find themselves "disappointed" when Apple delivers an awesome new iPhone but it doesn't cure cancer like the rumor said it would ... just sayin' ...

  1. pairof9s

    Mac Enthusiast

    Joined: 01-03-08

    No, it's more the perception vs reality stance I'm taking. If rumors of a "better" phone persist in the media, like this site, then public perception will be to wait rather than buy, despite the reality of an October release date.

Login Here

Not a member of the MacNN forums? Register now for free.

toggle

Network Headlines

toggle

Most Popular

MacNN Sponsor

Recent Reviews

D-Link Wi-Fi Smart Plug

Home automation fans have been getting their fair share of gadgets and accessories in the last few years. Starting with light bulbs, a ...

Razer Kraken Pro headset

Gaming headphones are a challenge to get right, for a long list of reasons that are unique to the consumer buying them. Some shoppers ...

Patriot Aero Wireless Mobile Drive

Regardless of how large a tablet you buy, you always want more space. There's always one more movie or another album you'd cram on, ...

toggle

Most Commented