Analyst: 52 million Apple iPhones shipped last quarter

Analyst: 52 million Apple iPhones shipped last quarter
Apple is having problems. Apple is doing fine. Apple has lost its way. Apple has the strongest product portfolio in its history. It seems no one knows for sure the direction that Apple is going in. With earnings due out next Wednesday, we might get a better idea of how Apple performed during the holiday season and the direction of the momentum that surrounds the company.

Obviously, the number of Apple iPhone units sold in the quarter is of the utmost importance. This remains Apple's most profitable product and Ming-Chi Kuo of KGI Securities went to his supply chain sources to see what's what. His work indicates that a whopping 52 million units of the Apple iPhone were shipped in the last three months of the year which would be a 93% gain sequentially and 41% year over year.

Kuo did warn that while Apple iPhone and Apple iPad shipments rose quarter to quarter to end out the year, specific models might have fallen short of expectations. His breakdown of iPhone shipments show the Apple iPhone 5 with 35 million units shipped followed by 9.5 million Apple iPhone 4S units and 7.3 million Apple iPhone 4 models. For the year, the analyst says Apple sold over 140 million smartphones in 2012 with 74 million Apple iPhone 4S units sold in the first half of last year. The Apple iPhone will be one of the few Apple products to beat consensus numbers in Q4 according to Kuo. Still, he expects a strong earnings report from Apple to be released on January 23rd.

As far as the Apple iPad is concerned, Kuo forecasts that Apple increased shipments of the Apple iPad by 49% over last year's fourth quarter to reach 23 million tablets. The fourth-generation Apple iPad and Apple iPad mini will be responsible for 9.3 million and 8.2 million tablets shipped respectively. Kuo has cut his estimates because of poor demand for the full sized iPad. Additionally, Apple iPad mini display supplier AU Optronics ran into a production bottleneck.

For the first quarter of 2013, the analyst expects Apple iPhone shipments to rise 6.5% to 37 million while iPad shipments will soar 64& to 19 million units. That is on a year over year basis. Meanwhile,despite all of this, Kuo is neutral on the stock in the near term due to poor new product shipments, weak gross margin and the usual Q1 slowdown.

source: AppleInsider



12. InspectorGadget80 unregistered

Apple keeps its same shape and design and software grid and people will realize how badly the design is

10. cheetah2k

Posts: 2333; Member since: Jan 16, 2011

Shipped vs Activations. How many of those shipped iPhones were actually activated? I bet its way less than the "estimated" shipped numbers of phones, especially where corner shops buy 10-20 of them in stock selling them at inflated prices in areas where Apple products aren't sold (ie. All those phones carried across the border into China before the phone was legally sold there).. I bet theres a few million of them sitting in a warehouse that were confiscated too LOL

9. andro.

Posts: 1999; Member since: Sep 16, 2011

The ironic thing is a huge number of these are probably iphone 4 in 8gb or the iphone 4s as they are more popular price due to price reductions. The iphone 5 is selling slow enough everywhere in the world outside the US and it wouldnt be a surprise judging by the high comparison sales of handsets like the galaxy s3 to see android take an increase of 69% to about 75% of the smartphone market worldwide this year

11. darkkjedii

Posts: 31800; Member since: Feb 05, 2011

Man u really can't stand apple can u

7. jsdechavez

Posts: 818; Member since: Jul 20, 2012

Others may agree/disagree, Apple may have owned 2011and 2012 but 2013 is no longer their game. The Apple has fallen from the tree.

8. gallitoking

Posts: 4721; Member since: May 17, 2011

how are they fallen when only Samsung out of all manufacturers in phone shipped

6. gallitoking

Posts: 4721; Member since: May 17, 2011

good job Apples

4. Droid_X_Doug

Posts: 5993; Member since: Dec 22, 2010

Well, at least Apple's contract manufacturers know how to pump out phones. Maybe LG could learn some lessons from them that they could apply to production of the Nexus 4? 50K is a far cry from 50 million.

3. solidsnakeduds013

Posts: 221; Member since: Oct 20, 2010

Were is the Ipad 5... I want it.. Where are you!!

1. wendygarett unregistered

And a dozen of Mac has shipped to my bed :)

2. rusticguy

Posts: 2828; Member since: Aug 11, 2012

No wonder you are having a nice sleep :)

5. -SEUL8TR-

Posts: 113; Member since: Jan 13, 2013

Linux vs Darwin, be in control not a cult and be controlled by mesia.

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