Fifty-one million. That’s how many iPhone units Apple sold during last year’s holiday quarter. That record is almost certainly going to be surpassed when Apple announces the results of its first quarter of FY 2015 in January. How high could iPhone sales go? Morgan Stanley’s latest AlphaWise Smartphone Tracker suggests that iPhone sales between October and December could reach 67 million units. In her own analysis, the firm’s Katy Huberty believes the number will be closer to 62 million iPhone units. Analyst Jasmine Lu says that Apple’s supply chain may build between 65 million and 70 million units within the December quarter. Huberty tells investors:
Apple has said they plan to increase iPhone channel inventory from a target range of 4-6 weeks to 5-7 weeks, and that the company was below the 4-6 week range entering the December quarter. We estimate a two-week channel inventory replenish could add about 7M units on top of end demand.
Earlier this week, Gartner projected that Apple would soon overtake Nokia to become the world’s No. 2 mobile phone provider, behind Samsung. Unlike Apple, Samsung and Nokia sell feature phones alongside smartphones. Last month, KGI Securities analyst Ming-Chi Kuo predicted that Apple will ship more than 71 million iPhones during the holiday quarter. See also: Apple devices among Google’s top trending consumer electronics searches in 2014, Chameleon wants to make shopping easier and help you use Apple Pay, and 3 months in, Apple still can’t keep up with iPhone 6 and iPhone 6 Plus demand. Via: AppleInsider