Analyst: Apple iPhone 4S demand points to "monster" release for Apple iPhone 5

Analyst: Apple iPhone 4S demand points to "monster" release for Apple iPhone 5
Gene Munster from Piper Jaffray is an analyst that we have come across quite often in relation to the Apple iPhone. And after doing all of those calculations that analysts do, checking the supply chain, visiting retailers, and consulting a Magic 8 Ball, Munster comes to the conclusion that 30 million units of the Apple iPhone were sold in the quarter ended in December. That is up 4 million from his previous forecast, and is about 4 million shy of what he believes Apple could have sold based on information from NPD Group.

But Munster's latest comments really weren't about the Apple iPhone 4S. Nope. What Mr. Munster is looking at is the Apple iPhone 5. Munster notes that in the September quarter, before the launch of the Apple iPhone 4S, 17 million copies of the device were sold. Following the release of what is basically the same phone in the iPhone 4S, 30 million units were sold showing a huge increase in demand for a model with only a few changes like the addition of a dual-core A5 processor, Siri, and an 8MP camera.

Munster told his clients that if Apple can sell 30 million copies of the iPhone in the December quarter without a new form factor, it would indicate that 94% of current Apple iPhone users plan on upgrading to a new model. As the analyst said, "This theme suggests iPhone 5, which we are expecting in Aug. with a new form factor, will be a monster upgrade."

Ok, so much for the future. Back to the past. And it is there that the analyst expects that the Apple iPhone will make up 48% of the Cupertino based firm's December quarter revenue. 21% of revenue will come from the Apple iPad, says Munster, which translates into 13.5 million units sold in the three month period. His checks of retailers during the holiday showed a 68% increase in demand for the tablet from 2010. He also expects a third-gen iPad to hit the market in April.

If his numbers are right, the December period will bring new quarterly records for the Apple iPhone and Apple iPad. The previous highwater marks were 20.34 million in the June 2011 quarter and 11.2 million in the September quarter, respectively. Apple will be releasing its December quarter figures after the market closes on January 24th.

source: AppleInsider

Related phones

iPhone 4s
  • Display 3.5 inches
    960 x 640 pixels
  • Camera 8 MP (Single camera)
    0.3 MP VGA front
  • Hardware Apple A5, 0.5GB RAM
  • Storage 64GB,
  • OS iOS 9.x



52. Abdul92

Posts: 43; Member since: Aug 23, 2011

People don't seem to understand that the 4S was never meant to bring in new users, but rather provide an upgrade for the 3GS users who were coming out of contract. Why release multiple phones if you can release one a year and allow your customers to be happy with that one before you go and release another one. That's the problem with the Android OS. There are just too many "new" devices coming out left and right. How can you have ground breaking sales if a "flagship" device never has time to sale before it's considered old.

43. Windsponge

Posts: 97; Member since: Nov 01, 2009

Apple is happy to make the money they do. They don't need people who don't want to own one. I love mine. It is a lot different than the 4 I gave my wife, which by the way she loves too. We both quit using Droids. They freeze up to much and just to many problems

29. ilia1986 unregistered

Please please please - Apple - for the love of GOD - make iOS6 have a MAJOR UI revamp.

26. silver0681

Posts: 19; Member since: Sep 07, 2011

Hmm removable battery last I checked android phones like the razor for example sure it won't be the last had no removable battery which moto claims to increase battery life so why would iPhone change that said battery style when android is now copying it to try and boost there batt life

25. darac

Posts: 2156; Member since: Oct 17, 2011

I agree, iPhone 5 will probably break all records in sales. But until then apple will lose a lot of ground. Two quarters of decline before the 5 is released. What I'm interested in is are numbers of the specific version of the iPhone. 3gs is still selling pretty crazy, and I'm sure that 4 also is on high demand since it's price dropped so much. Here's my guess: iPhone 3gs- 3-5 million sold iPhone 4 - 5-10 million iPhone 4s - 15-22 million Overall, the best numbers but remember that Samsung ain't too shabby with its galaxy s line either. Next galaxy phone should sell well over 10 million in the quarter before iPhone 5 rolls out. Add to that this great new Sony phones and big guns HTC will bring out, and you have a lot of pressure on apple.

24. phone_enthu

Posts: 6; Member since: Oct 18, 2011

I switched to macbook 4 years back and never looked back. And honestly, I bought my iPhone 4S (my first smartphone) because how well the macbook has served me. I've played enough with the Galaxy line. But, when I bought my phone, all I cared about was how well my calendar is integrated with the different mail clients, how good the browser is, how well the onscreen keyboard works and how well my media is integrated. On all these aspects, iPhone comes out top. And no, customization is that important for me. I don't have time to "root" my smartphone and play around with custom ROMs. I would rather spend my "geek"ish moments at work, rather than tweaking my phone. Honestly, how many Android users do this? I want a phone that does well what it says it will. So, I'm happy with my iPhone.

32. krazdjokr26 unregistered

thank you thank you thank you!!! lol and for this reason is why i'm FINALLY letting android go for my very first iphone... it was the ipad 2 that opened my eyes... awesome device... calendar(tasks) browser keyboard media integration(biggest reason) i've rooted/customized/widgetized my android phone to death... it gets old and a waste of time honestly... besides its not a big deal most android users dont really know and more than likely never will learn how to truly unlock their phones full potential like most of these android nerds brag about so much.

20. TKFox007

Posts: 303; Member since: Nov 02, 2010

The only people who are going to buy an iPhone are those who want it, which is mostly people who already own an iPhone. Apple may sell a lot of iPhones but they sell them to the same people who are people that want an iPhone because it's an iPhone and for no other reason.

22. SlimSoulja86

Posts: 660; Member since: Nov 03, 2011

i agree with you, most ppl that will be lining up for days for an iphone, are ppl who have iphones already, and they'll be playing with their iphone while Q'ing. I have never seen anyone on those line without an iphone, honestly.

17. BattleBrat

Posts: 1476; Member since: Oct 26, 2011

I have a RAZR, I'm paying our secretary $200 for her Verizon upgrade so I can purchase a top level iPhone 5 when it is released (for example, a 64gb Iphone 4s is $400 on contract, $800 off, I give her $200, get the phone for $400 and save $200) AND THEN, I will use the iPhone 5 as a glorified iPod Touch, it will be on and running, but will have no service, the RAZR will remain my phone.

16. Nickmfnjackson

Posts: 101; Member since: Jan 21, 2010

Well duh, 4 inch screen, quad core. Once again, they will change everything. Maybe even discover expandable memory and removable batteries!!!

13. krazdjokr26 unregistered

These android nerds just don't get it... Everyone doesn't want a cell phone or use a cell phone for the same reasons you do!!! There will always be iPhone windows android blackberry users... Chill out!!! Competition is healthy, gives us all a choice... Don't be mad at me because I'm giving up android for iPhone and eventually iPhone for a windows phone...

9. remixfa

Posts: 14605; Member since: Dec 19, 2008

apple will sell a ton of i5's.. if it keeps the rumor mill high from now till then. There is a lot of pent up 3g/3gs/4 owners that are upgrading to the 4s.. which means less potential sales of the i5. So they will need to slow down the i4s upgraders to keep i5 sales higher. Then again, the profit margins on the i4s are probably higher, so why would apple even care? Most of apple's sales are not from new customers any more, they are from existing customers, so the i5 has to be a huge leap forward to retain those customers (even retaining 80-90% still spells big sales). My guess is iOS6 is going to be even more android like with widgets and android things. With WP7 finally getting ready to turn up the heat, Android still growing like crazy AND maturing/becoming more uniform, and hell.. even peter's bada is still out there.. iOS has more competition than ever. If it doesnt turn up the heat.. a lot.. with the i5.. they could be in a good bit of trouble (market wise, money wise they will still be swimming in money)

10. gallitoking

Posts: 4721; Member since: May 17, 2011

windows phone are a beast.. but in the real world.. that doesnt count.... so please stop saying windows will make a push... not today not tomorrow.. maybe 2015.... when when Android screen size will meet the tablet size and will no longer grow.... and when we will have enough cores in a phone... Android will no longer have spark.. then windows will get those people.. and Apple... will sit in their throne... telling android... "if you grow fast,,,,, u fade fast"...

12. remixfa

Posts: 14605; Member since: Dec 19, 2008

like always, you make no sense but hey, i like your last line. apple exploded on the scene.. and now they are stale fruit.

19. gallitoking

Posts: 4721; Member since: May 17, 2011

yep u didnt understand... never said that... Android is growing too much... we havent really enjoyed dualcore when quadcore are out.... now screen are reaching 5 inches... they will eventually stop at one size.... becoming.... u guess it.. stale... making Android... absolete... Apple grows slowly but we are enjoying every bit of it......

39. iami67

Posts: 334; Member since: Oct 18, 2011

Whose this we you are talking about that are enjoying it. Most customer who love apple hate how long apple takes to come out with a new device and whish they can match android. The only reason they dont switch is cause they are loyal and afraid of change. That last line is 9 out of ten iphones customers words not mine.

48. 530gemini

Posts: 2198; Member since: Sep 09, 2010

@iam. There are plenty of reports to prove the iphone's high user satisfaction ratings. So where do you base your statement from? From your girlfriend and relatives? Lol. If we iphone users are loyal and afraid of change, then we should have stuck with whatever our phones were before the iphone came out in 2007 :) Fandroids are stupid :)

31. ZayZay

Posts: 571; Member since: Feb 26, 2011

I..... Have..... To...... agree...... his...... typing..... sure...... sucks....... Do you have a breathing problem when your typing?

50. gallitoking

Posts: 4721; Member since: May 17, 2011

I am cutting down so whatever...

47. 530gemini

Posts: 2198; Member since: Sep 09, 2010

@remix. Aren't you the one who said that the ip4s will not sell? Lol. And now you're making predictions again? Lol. Shameless :)

8. paulyyd

Posts: 340; Member since: Jan 08, 2011

LOL you bros mad?

6. shelley.bevacqua

Posts: 80; Member since: Aug 27, 2011

Good points:-) very akward typing on my Samsung Galaxy 7 plus tablet.

21. SlimSoulja86

Posts: 660; Member since: Nov 03, 2011

u just want attention

4. shelley.bevacqua

Posts: 80; Member since: Aug 27, 2011

Good pounts:-) i want all three os laiden phones! Especially when Windows specs beef up and apple has a 4 inch screen and finally when Android phones shrink in size:-)

3. alpinejason

Posts: 262; Member since: Sep 06, 2011

i see windows overtaking apple and android

15. TKFox007

Posts: 303; Member since: Nov 02, 2010

I would laugh if that happens

2. xtremesv

Posts: 299; Member since: Oct 21, 2011

Not necessarily. We all know iphone users will buy everything Apple throw at them. Apple doesn't need to be that innovative anymore, the cult is formed.

5. devon613

Posts: 127; Member since: Oct 13, 2011

i agree

28. c.hack

Posts: 614; Member since: Dec 09, 2009

True. iPhone users tend to stick with iPhone. Android users tend to return their phones at a very high rate and a lot switch to iPhone.

Latest Stories

This copy is for your personal, non-commercial use only. You can order presentation-ready copies for distribution to your colleagues, clients or customers at or use the Reprints & Permissions tool that appears at the bottom of each web page. Visit for samples and additional information.
FCC OKs Cingular's purchase of AT&T Wireless