Morgan Stanley: HTC to snap out of its 2012 hangover in Q4, buoyed by the Droid DNA and China

Morgan Stanley: HTC to snap out of its 2012 hangover in Q4, buoyed by the Droid DNA and China
Hot on the heels of the encouraging November report by HTC, which saw the revenue jump more than 20% month-on-month, now comes the Morgan Stanley analysis that Q4 as a whole is looking decent for the embattled Taiwanese phone maker, too.

The investment bank analysts estimate that HTC is on track to hit its sales target numbers of 8 million handsets sold, buoyed by the introduction of the Droid DNA/Butterfly 5" Full HD handset, which is found to be as popular as you'd expect with the first brand-name phone carrying a 440ppi density screen.

The brand's HTC 8X Windows Phone is also selling in fine numbers, the shop concludes, as well as its mid-range offerings for China: "It’s early to conclude that HTC can return to its peak, but good feedback on new devices, U.S. smartphone demand re-acceleration from the fourth quarter, and an expanding premium Chinese market bode well for its share trend and operating leverage."

The revenue target for HTC in Q4 is set at $2.06 billion, and if the company is slowly coming out of its repressed state in 2012, the next year should be also good for its share price.



18. lsutigers

Posts: 832; Member since: Mar 08, 2009

In the US, I dont understand why HTC made the One X, it's flagship, without an expandable memory slot and bigger battery. They gave Sprint the awesome EVO 4G LTE with the SD card slot, bigger battery and an aluminum body and a kickstand, so they clearly could have done it. Sprint obviously knew what the customer wanted when they asked HTC to build the next EVO but HTC failed to realize this? I don't get it, maybe they were all about giving carriers exclusive devices and Sprint ended up with the best model followed by AT&T with the One X and T-Mobile with the One S, although now both have the One X+ which is a beast.

19. g2a5b0e unregistered

The One X+ is an AT&T exclusive in the U.S.

17. android78 unregistered

Great job htc, hope they do excellent in Q4. I really enjoy there products. I myself love my htc droid dna. Just keep up with the cool designs and start putting bigger batteries and sd card slot in your future phones and the sky is the limit for htc!!!!!!!!

16. gwuhua1984

Posts: 1237; Member since: Mar 06, 2012

Good job on HTC. Keep up the good work. Bring out more devices like the butterfly, listen to the majority of people's wants and HTC will be top of the game again.

7. kevkyle

Posts: 104; Member since: Oct 21, 2012

I'm confident all major android OEMs will return to profitability in 2013 apart from mighty Samsung..., HTC, LG, Motorola, etc - (", )

8. wendygarett unregistered

im sorry to say that samsung remain the king for android, and the rest you may pack up and go back their home sweet home...

9. kevkyle

Posts: 104; Member since: Oct 21, 2012

oh wendy - there you are..... phonearena's resident bipolar i-fairy ", )

12. lovefist unregistered

more like ambivalent i-fairy but i find it amusing reading his/her comments lol.

11. g2a5b0e unregistered

Like it or not, she speaks the truth.

4. Thephonegeek

Posts: 118; Member since: Nov 22, 2012

Yet it isn't a big possibility for htc to reclaim it's position as Sony's plans are very big for 2013 including Odin and Yuga.

6. smallworld

Posts: 537; Member since: Jul 13, 2012

Now that Sony doubled HTC they're not going to leave their place to anyone !

3. MeoCao unregistered

Consumers always reward innovation!

2. TheLibertine

Posts: 484; Member since: Jan 15, 2012

Just keep phones like the One S and Droid DNA coming and we'll Hope HTC survives.

1. redmd

Posts: 1970; Member since: Oct 26, 2011

great news for htc fans. the DROID DNA is relevant because it's the first phone to ship with full HD screen. but coming 2013 other OEM will release their own 1080p flavored phone. let's see what htc will do to keep itself relevant.

5. XPERIA-KNIGHT unregistered


14. babyk

Posts: 379; Member since: Nov 03, 2011

m7 will take care of that htc one x was always better than s3 its just that the updates kept it back. ONe x plus kills everything imo. I will wait it out for M7.

10. blingblingthing

Posts: 988; Member since: Oct 23, 2012

How about some ads HTC. We see ads from Sammy and Apple. Show us your achievements.

13. Commentator

Posts: 3723; Member since: Aug 16, 2011

HTC's been relying on Verizon and MS to showcase their hardware (DNA and 8X respectively). While I'm sure it's probably more cost efficient, I don't think it helps HTC build a brand as well as their own ads would.

15. abhishek48

Posts: 164; Member since: Feb 19, 2012

Droid DNA is world's #1 at the moment

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