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Demand for Apple iPhone outweighs supply in Q1 according to Morgan Stanley report

Posted: , by Alan F.

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Demand for Apple iPhone outweighs supply in Q1 according to Morgan Stanley report
The latest data from the AlphaWise Smartphone Tracker survey cited in a new Morgan Stanley report, suggests that the Apple iPhone is seeing better than expected demand for the first quarter. The survey shows that the handset is on pace to sell 42 million units in the current quarter, up from the 38 million units that analysts had been expecting.

Morgan Stanley analyst analyst Katy Huberty said that carrier promotions carried out during the first three months of the year were responsible for the stronger than expected Q1 sales.  Huberty said that she counted nine major promotions put in place by the top four U.S. mobile carriers. Another Morgan Stanley analyst, Jasmine Lu expects Apple to produce 38 to 39 million units for the first quarter which would fall short of the estimated Q1 sales figures. That could make the Apple iPhone 5s harder to find in the upcoming quarter.

According to the Morgan Stanley analyst, the AlphaWise Smartphone Tracker did a good job forecasting iPhone sales each quarter in 2013, which means we should put some faith in the first quarter forecast.


source: AppleInsider

43 Comments
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posted on 19 Mar 2014, 11:28 7

1. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


People want what they want. The jedster says, u can't go wrong with an iPhone.

posted on 19 Mar 2014, 11:39 2

2. Finalflash (Posts: 1750; Member since: 23 Jul 2013)


Yea you can, you have the amazing choice between a 4s (no one in their right mind should buy that at $450), 5c (no one is buying that) and 5s. So really you have only one choice and that is the phone that is a stop gap for their only major hardware change since the .5 inches they added to the 5. So really, the easiest choice is to wait it out whether you want an iPhone or not (and I assume most people will do that because "THIS YEAR" it may actually be worth it).

posted on 19 Mar 2014, 11:52 5

4. tntwit (Posts: 25; Member since: 11 Sep 2012)


I bought a 5C and I know 2 other iPhone buyers that bought the 5C and none of us are regretting it - and I came from an S3 (which was a great phone).

Besides the 0.5 inches, they also added 4G when the 5 came out - that is a major improvement in my book. I would not consider an iPhone until both the screen increased to 4" and they added 4G.

posted on 19 Mar 2014, 11:54 3

6. androiphone20 (Posts: 1442; Member since: 10 Jul 2013)


What? look waiting till fall is a pretty long wait. The 5S is still a good buy at this point and most people who buy an iphone don't really consider it a pain to use a 4" screen. Take it from Chinahttp://www.bloomberg.com/news/2014-03-18/china-mobile-under-pressure-as-iphones-wechat-app-curb-profit.html

posted on 19 Mar 2014, 12:32

11. Finalflash (Posts: 1750; Member since: 23 Jul 2013)


It isn't just about screen size, with a change in size also comes many design and hardware changes. Assuming someone who has a 4/4s/5 wants to upgrade, waiting for the iPhone 6 would be a no-brainer. If you have a 3g or something, then by all means, that is a significant enough jump to go for it.

posted on 19 Mar 2014, 12:13

7. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


See post 1

posted on 19 Mar 2014, 12:45 2

15. AppleHateBoy (unregistered)


In reply to article:

What about the 3 million i5Cs in warehouses?

posted on 19 Mar 2014, 11:40 9

3. Ninetysix (Posts: 1591; Member since: 08 Oct 2012)


But but but that Android guy said that Apple is dead :( Why are their products still in high demand??? Soooo confused right now.

posted on 19 Mar 2014, 12:20 4

8. Dude2014 (Posts: 140; Member since: 12 Feb 2014)


By your logic, Justin Bieber is the most talented artist on this planet

posted on 19 Mar 2014, 12:32 5

10. Ninetysix (Posts: 1591; Member since: 08 Oct 2012)


OOooOO..I want to play!

By your logic, Android is the best mobile OS on this planet.

posted on 19 Mar 2014, 14:04 2

21. networkdood (Posts: 6267; Member since: 31 Mar 2010)


Technically..Android is the best..for now...

posted on 20 Mar 2014, 08:55

41. number29 (Posts: 185; Member since: 25 Jan 2013)


Hahaha, ZING!

posted on 19 Mar 2014, 12:33 2

12. Finalflash (Posts: 1750; Member since: 23 Jul 2013)


Lol nice, that is actually pretty apt comparison since both are sustained by teenage girls.

posted on 19 Mar 2014, 16:47 2

26. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


The last I heard, teenage girls money was green. Green is the bottom line.

posted on 19 Mar 2014, 17:57 1

32. TheGenius (Posts: 326; Member since: 06 Mar 2014)


Haha.. u just earned my respect.!

posted on 19 Mar 2014, 21:57

33. networkdood (Posts: 6267; Member since: 31 Mar 2010)


I really do not see my son's lady friends from high school with Android devices, they have Apple devices...the guys seem to have Android, mostly...

posted on 20 Mar 2014, 01:23

40. Ashoaib (Posts: 2016; Member since: 15 Nov 2013)


Their products are high in demand and will remain high in future bcoz there is no shortage of fools in this world... once I was a fool too

posted on 19 Mar 2014, 11:53

5. tntwit (Posts: 25; Member since: 11 Sep 2012)


And again there is no breakdown of the 5C - but the article assumes it is the 5S driving demand.

posted on 19 Mar 2014, 12:21 1

9. Jommick (Posts: 198; Member since: 10 Sep 2013)


As a sales rep for a major US carrier, I can confirm it's a pretty accurate statement. Since launch, the iPhone 5s sells incredibly well, even next to a 64 GB iPhone 5 we have available for the same price.

posted on 19 Mar 2014, 12:35 1

13. Finalflash (Posts: 1750; Member since: 23 Jul 2013)


Obviously, most people don't need that much space, especially on an iPhone. Might as well get features and upgrades you will actually use than useless free space.

posted on 19 Mar 2014, 12:54 2

16. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


LMAOOOOO dude u need to get l**d

posted on 19 Mar 2014, 15:12 1

24. ecmedic4 (Posts: 198; Member since: 02 May 2013)


I would have to agree with your statement dark. He is one of the biggest Apple haters that troll this site. I honestly don't know how ppl can hate a company or their products that much, when they obviously don't have to use them or even read about them. Seems pretty immature/childish to me. The guy has a lot of growing up to do. My personal preference is Apple products, but i don't have some stupid hatred of every other product. I simply use what i like best and what suits MY needs and i pay no mind to what other ppls preference is, as its their choice and their money to spend. I have the iPhone 5 right now, been tempted to get the 5s and then pick up the iPhone 6 this fall, but i think I'm just gonna stick it out with my 5 which is still working great until the 6 comes out. Got an Apple TV coming tomorrow. So ill have an iPhone 5, 13 inch MacBook Air (late 2013), iPad Mini Retina, Apple TV, and soon to replace the airport express i have with the new time capsule. Couldn't be happier with my Apple products.

posted on 19 Mar 2014, 16:18

25. Ninetysix (Posts: 1591; Member since: 08 Oct 2012)


Don't hate on Finalfash broseph. He's one of Alan F's faithful follower. When Alan posts an Apple article, you bet your *ss you'll see him in comments. Some people just express their brand loyalty in a weird way like that.

posted on 19 Mar 2014, 16:55

27. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


Your tech portfolio is hooked up. Mine is a 5s, note 3, mini with retina, and HP desk top, oh and my sony vaio. As for Finalflash, dude has issues. He takes this apple hating stuff way to serious, hates them that deeply yet all he does is flap his gums/thumbs on PA. He refuses to go to apple HQ to talk to Cook, do a formal protest, or climb the bell tower with his list of demands, so to me he's just a typical hater fanboy. No one to take serious. It's a phone for crying out loud.

posted on 19 Mar 2014, 12:36 1

14. CreeDiddy (Posts: 268; Member since: 04 Nov 2011)


WOW!
Q1 = $42 mil
Q2 = $35 mil
Q3 = $75 mil
Q4 = $90 mil

Apple is back...They should possibly hit $225-$250 million units this year.

posted on 19 Mar 2014, 16:57

28. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


Whatup Cree

posted on 19 Mar 2014, 21:59

34. networkdood (Posts: 6267; Member since: 31 Mar 2010)


And, this is good for you, because????
In other words, how does APPLE making lots of money benefit you?
Answer: You get no benefit - in fact, they are laughing all the way to the bank - do you know who P.T. Barnum was?

posted on 20 Mar 2014, 08:58 1

42. number29 (Posts: 185; Member since: 25 Jan 2013)


It means they can continue to make great products.

posted on 19 Mar 2014, 12:59 1

17. ThePython (Posts: 260; Member since: 08 May 2013)


"galazy s4 iz bettr durr"

posted on 20 Mar 2014, 17:01

43. mrblah (Posts: 438; Member since: 22 Jan 2013)


lol better as tp

posted on 19 Mar 2014, 13:33 2

18. AfterShock (Posts: 2801; Member since: 02 Nov 2012)


Fashion/Form before function crowd.
F/c and random rebooting is included for free!
There's no stopping the fashionistas!

posted on 19 Mar 2014, 13:43

19. stealthd (Posts: 962; Member since: 12 Jun 2011)


I get "fashion" and form with my iphone. It gives me all the utility I need. Whatever utility Android has that iOS doesn't is useless to me.

posted on 19 Mar 2014, 13:55 1

20. AfterShock (Posts: 2801; Member since: 02 Nov 2012)


At least until apple makes it.
Then it's, all that.
We know how it goes.

posted on 19 Mar 2014, 14:05 1

22. networkdood (Posts: 6267; Member since: 31 Mar 2010)


+1000...like the big screens

posted on 19 Mar 2014, 22:21 1

38. networkdood (Posts: 6267; Member since: 31 Mar 2010)


Oh, I know, I mean 2 years ago, or so, they tell everyone that a tiny 3.5 inch screen is just right. Then they make it a 4 inch screen, and now, supposedly, they are working on 2 models with even bigger screens. And, of course, like everything else, it will be a 'FIRST'. I have to applaud Apple - they know how to sucker their fan base...

posted on 19 Mar 2014, 17:00 2

29. darkkjedii (Posts: 11276; Member since: 05 Feb 2011)


+1 bro. iPhone rocks, iOS rocks, apple rocks, and did I mention the jedster rocks.

posted on 19 Mar 2014, 22:00

35. networkdood (Posts: 6267; Member since: 31 Mar 2010)


Let me guess - you have an Android device and an iphone device? Right, right? LMAO - sure, sure

posted on 19 Mar 2014, 22:19

37. networkdood (Posts: 6267; Member since: 31 Mar 2010)


so, you enjoy paying for ringtones..cool story

posted on 20 Mar 2014, 17:02

44. mrblah (Posts: 438; Member since: 22 Jan 2013)


?? there are just as many ring tone makers, you never used an iphone... have you...

posted on 19 Mar 2014, 14:05

23. networkdood (Posts: 6267; Member since: 31 Mar 2010)


Cool..more propaganda...

posted on 19 Mar 2014, 17:04

30. strikercho (banned) (Posts: 156; Member since: 20 Mar 2012)


Well, you can't argue with the facts. What is best is still on top. And probably will be, by looking at the so-called competition this year :)

posted on 19 Mar 2014, 22:01

36. networkdood (Posts: 6267; Member since: 31 Mar 2010)


Exactly, oh but waitaminute..APPLE is not the best or on top - when you view things from all over the world...in fact APPLE is now third best in some countries...oops

posted on 19 Mar 2014, 17:46 1

31. Slammer (Posts: 1020; Member since: 03 Jun 2010)


I think it's a safe bet that the iphone will have shown sales improvement due to emerging markets. However, each quarter, Apple also shows a slight drop in marketshare. This means that Apple is primarily seeing greater sales through its own customer base.

I say this due to viewing a more than ever migration of former Apple users to Android.

John B.

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