Ming-Chi Kuo: iPhone shipments up 54% last quarter, iPad shipments down 33.5%

Ming-Chi Kuo: iPhone shipments up 54% last quarter, iPad shipments down 33.5%
Apple-connected analyst Ming-Chi Kuo, who toils for KGI Securities, has just sent out to clients his take on Apple's fiscal third quarter which ended last month. For the three month period, Kuo expects the tech titan to report that it shipped 54.2 million iPhones, 8.8 million iPads, and 3.9 million Apple Watches. The numbers reflect a gain of 54% for the iPhone, year-over-year. For the iPad, times remain difficult with a 33.5% decline expected from last year's fiscal third quarter.

Kuo sees iPhone shipments declining 26% sequentially in the current quarter, to 40.1 million units. He blames manufacturing issues with the Force Touch sensor that is expected to be part of the Apple iPhone 6s and Apple iPhone 6s Plus. The new models will ship during the last month of the quarter. The analyst also expects Apple to release a new version of the Apple iPad mini with a faster processor, and a thinner and lighter body. He says that the new tablet will help iPad shipments rise sequentially for the quarter, but he still expects to see a 28.3% decline year-over-year.

As for the Apple Watch, the analyst says that consumer response has been "tepid." However, opening new markets for the timepiece means that on a sequential basis, shipments will rise 41% to 5.5 million for the three months ending in September. For calendar 2015, Kuo sees Apple shipping a total of 15 million Apple Watches. He says that the company might try to revive interest in the wearable by offering a new Apple Watch Sport model made of aluminum and coated with yellow or rose gold.

Apple is reporting its third fiscal quarter report this Tuesday, July 21st, after the close of U.S. markets.

source: AppleInsider

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39 Comments

1. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

If I had four eyes, all four would be on Apples September iPhone event. I won't be watching with excitement, I'll be watching with wonder. Wondering if they'll give it the specs it needs to power all these android features they keep adopting, and if they'll include full on multitasking like the Air 2.

2. Techielover

Posts: 105; Member since: Feb 20, 2015

Apple's processors speeds always increase each year so yes the A9 will be faster than the A8X.

3. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Oh yeah, that's a given, but what features will they hold back on, that it's perfectly capable of running. The processor speed always increases, but the RAM doesnt. If they withhold multitasking from the iPhone, just to bolster ipad sales, I'm good till 2016 or 17.

13. Salazzi

Posts: 537; Member since: Feb 17, 2014

The way I look at it is that Tim Cook is not Steve Jobs. He seems to be taking things in the direction they need to be. He's not afraid to throw in beefier specs, or "android features" (which in reality, Android adopted a good number from the Apple jailbreak community). I'm really liking the direction Cook is taking the company, so I know September will bring beautiful things.

20. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Same here Sal. I really wanna see Apple knock one out the park this year.

14. j2001m

Posts: 3061; Member since: Apr 28, 2014

The a9 will not be faster than the a8x, not going to happen

21. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

With intelligence, please explain why.

24. Furbal unregistered

dual core vs triple core, the a9 will beat the a8 but doubful on the a8x.

27. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

I'm thinking with the natural progression of Apples chips, the A9 should be tri core. A8 dual, A8X tri, A9 should be tri.

33. Furbal unregistered

Possibly. It would be impressive but I have doubts they could fit the three cores in there unless they got Samsung to do the package on package stuff with it.

35. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

That could be correct.

18. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Yes the A7 was 1.3GGHZ and tye A8 is the dame chip clocked at 1.4GHZ. Yep they did increase the speed.

22. InsertUsernameHere

Posts: 430; Member since: Aug 31, 2014

You have to be dumb if you think all Apple did was raise the clock speed from the A7 to the A8.....

23. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

He actually does think that, despite Apple demonstrating that is more than just a clock speed boost. I try not to listen to TechieXP, and I don't take him seriously. I think he's here simply to bash Apple.

26. InsertUsernameHere

Posts: 430; Member since: Aug 31, 2014

Yeah, all he does is hate on Apple even when the article isn't talking about them.

28. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Exactly. That's why I don't bother with him. I know what he's about.

34. jeroome86

Posts: 2314; Member since: Apr 12, 2012

That's true. He clearly hates Apple. I like both platforms.

36. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Same here. Love em both.

5. Well-Manicured-Man

Posts: 690; Member since: Jun 16, 2015

I agree. Apple needs to deliver some solid spec updates this year. Mainly because Samsung has introduced DDR 4 ram and UFS 2.0 memory. I think that multitasking is only an option for the iPhone Plus though because I really don't see how I should handle two things at the same time on my iPhone 6 screen.

6. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

At least give you the option though.

9. Well-Manicured-Man

Posts: 690; Member since: Jun 16, 2015

Apple is not about giving options but about pre-selecting for its users. That is a sad fact. Usually their choices are right though. The main reason why I am with Apple is because of their great software. It is fun using their products and optically pleasing on top of it. I tried Android for one year with Sony Xperia Z2 and 3 compact. Great phones but I never felt in love with my devices because I missed details from iOS like this stretch effect when scrolling or translucency.

12. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

I've been in love with 3 android devices. 1. Original HTC Hero 2. Note 3 3. GS6 Edge. I loved iPhones up until the 5S, though I feel it was Apple most beautiful iPhone, ios 7 was too buggy, and 8 has been even worse, making me not love my 6+. I feel Apples QC dept has gone down a few notches, and needs a kick in the ass. Overall I still love the iphone, but Apple needs to come out the pockets, and make it what it used to be. Remember it was head and shoulders above the rest, including the android offerings, then Apple got lazy. Google, and it's OEM partners dug deep, and started to leap frog Apple. There's Still things the iphone does better, but I honestly feel Samsung has passed them hardware/feature wise. Eco sysyem wise, Apple is still the king, android needs built in video chat, like facetime, and a universal cloud backup service (not sure if it already has one).

4. quakan

Posts: 1418; Member since: Mar 02, 2011

I know that it won't be until next year that we see a new design for the iPhone, but with that being said, I hope Apple loses the large iPod Touch look for its iPhones. The Galaxy S6 is the best looking phone in my opinion and I hope Apple brings back that premium look to its iPhones.

7. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Yes bro, from the moment I laid eyes in the edge, I was in awe. I didn't even want another flagship this year, and consistently said I wouldn't buy one, then I saw the edge in person and was like...I gotta have it. Apple should lose the antenna lines, which to me aren't ugly, but are just ok looking, and the white ones get dirty over time, and shrink the top bezel. Other than that, the iPhones look excellent. It's time to spec them for what they want to two with them feature wise.

8. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Do, not two. My bad.

10. Well-Manicured-Man

Posts: 690; Member since: Jun 16, 2015

Shame on you :)

11. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Lol the 240 second limit is a killer ;/

15. gnppw

Posts: 95; Member since: Jan 28, 2014

i wanna get an ipad mini 3, but the prices here, in indonesia, are ridiculous. the base 16gigs wifi-only version costs like IDR6900000 ($518). i'll get the tab s2 8" instead if it comes with great battery life.

38. gaming64 unregistered

Dude you'e better with the Mini 2 instead considering that both have exactly the same specs.

16. jeroome86

Posts: 2314; Member since: Apr 12, 2012

Hope the upgrade the ram. That might make it a no buy. Know the specs will be better. It's either a 6s plus or Note 5. Can't wait till next month or 2.

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