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

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

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43 Comments

1. darkkjedii

Posts: 31322; Member since: Feb 05, 2011

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

2. Finalflash

Posts: 4063; Member since: Jul 23, 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).

4. tntwit

Posts: 82; Member since: Sep 11, 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.

6. androiphone20

Posts: 1654; Member since: Jul 10, 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

11. Finalflash

Posts: 4063; Member since: Jul 23, 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.

7. darkkjedii

Posts: 31322; Member since: Feb 05, 2011

See post 1

15. AppleHateBoy unregistered

In reply to article: What about the 3 million i5Cs in warehouses?

3. Ninetysix

Posts: 2965; Member since: Oct 08, 2012

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

8. Dude2014

Posts: 448; Member since: Feb 12, 2014

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

10. Ninetysix

Posts: 2965; Member since: Oct 08, 2012

OOooOO..I want to play! By your logic, Android is the best mobile OS on this planet.

21. networkdood

Posts: 6330; Member since: Mar 31, 2010

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

41. number29

Posts: 185; Member since: Jan 25, 2013

Hahaha, ZING!

12. Finalflash

Posts: 4063; Member since: Jul 23, 2013

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

26. darkkjedii

Posts: 31322; Member since: Feb 05, 2011

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

32. TheGenius

Posts: 339; Member since: Mar 06, 2014

Haha.. u just earned my respect.!

33. networkdood

Posts: 6330; Member since: Mar 31, 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...

40. Ashoaib

Posts: 3298; Member since: Nov 15, 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

5. tntwit

Posts: 82; Member since: Sep 11, 2012

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

9. Jommick

Posts: 221; Member since: Sep 10, 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.

13. Finalflash

Posts: 4063; Member since: Jul 23, 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.

16. darkkjedii

Posts: 31322; Member since: Feb 05, 2011

LMAOOOOO dude u need to get l**d

24. ecmedic4

Posts: 520; Member since: May 02, 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.

25. Ninetysix

Posts: 2965; Member since: Oct 08, 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.

27. darkkjedii

Posts: 31322; Member since: Feb 05, 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.

14. CreeDiddy

Posts: 2255; Member since: Nov 04, 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.

28. darkkjedii

Posts: 31322; Member since: Feb 05, 2011

Whatup Cree

34. networkdood

Posts: 6330; Member since: Mar 31, 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?

42. number29

Posts: 185; Member since: Jan 25, 2013

It means they can continue to make great products.

17. ThePython

Posts: 902; Member since: May 08, 2013

"galazy s4 iz bettr durr"

43. mrblah

Posts: 577; Member since: Jan 22, 2013

lol better as tp

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