Kuo: Apple's iPhone 6s will not beat the holiday season sales record set by the iPhone 6 lineup
As far as Apple analysts are concerned, Ming-Chi Kuo from KGI Securities has the reputation of being more accurate than most when it comes to predictions and estimates. In a recent note to investors, Kuo says that Apple's iPhone 6s series is not likely to beat the Q4 sales record set by Apple last year with the iPhone 6 generation.
Back in Q4 2014, Apple set a new record by selling 74.5 million iPhones, mostly iPhone 6 and iPhone 6 Plus units. According to Kuo's estimates, Apple will sell between 70 and 75 million iPhones during the 2015 holiday shopping season, meaning that we're likely to witness a drop in year-over-year shipments.
From the looks of it, the iPhone 6s was off to a better start than the previous generation. Kuo says that Apple will most likely announce a year-over-year increase in shipments during Q3, providing an estimate of +23.6% to 48.5 million units. Furthermore, the analyst estimates that Apple shipped somewhere between 20 to 22 million handsets from the iPhone 6s generation, up from the 14-15 million iPhone 6 handsets that Apple is believed to have shipped in Q3 2014. If Kuo is to be believed, however, Apple's decision to include China in the first-tier launch markets is the primary driver for Q3 iPhone shipments, and not a more acute interest from the average customer.
Other Apple products are not expected to fare any better in the upcoming quarters. According to Kuo, KGI Securities expects to see a continued decline in both iPad and Mac shipments. Speaking of iPads, the analyst mentions that his company now expects Apple to sell only about 2 million units of the iPad Pro model, down from the company's previous forecast of 4-5 million units. The reason behind KGI's reduced iPad Pro shipping estimates is that Sharp, the company tasked to manufacture the 12.9-inch display on the iPad Pro, is allegedly facing yield issues at the moment.