Morgan Stanley customers are very bullish on the iPhone according to a new survey


According to Wall Street investment house Morgan Stanley, its AlphaWise Smartphone Tracker survey forecasts that there is enough demand in the market for Apple to sell 53 million iPhones in the current quarter that just started this month. That dovetails with UBS' Evidence Lab, which used an analysis of search requests from July, to predict demand of 53.9 million iPhone units for the three months that ends on New Year's Eve.

If Apple does sell 53 million iPhone handsets in the current quarter, it would be Apple's third best quarter ever for iPhone sales. It also would be a year-over-year gain of 35% from the 39.3 million units Apple sold during September-December 2014. Last quarter, Apple also saw iPhone sales gain 35% over the previous year's three-month period.

The September quarter is an important one for Apple since it is the first to include sales of the latest new iPhone models. Last year, Apple increased the screen size on the Apple iPhone 6 to 4.7-inches from the 4-inches that the Apple iPhone 5s offered. In addition, the tech titan added its 5.5-inch Apple iPhone 6 Plus phablet. This year, the inclusion of Force Touch is supposed to be the killer new feature.

For the record, Morgan Stanley's Apple analyst, Katy Huberty, predicts that 49 million iPhones will be purchased this quarter.

source: Forbes

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20 Comments

1. darkkjedii

Posts: 30977; Member since: Feb 05, 2011

Attack of the trolls on 3...2...1...

2. Saioofi

Posts: 336; Member since: May 23, 2014

I mean it's apple's biggest jump in specs and hardware for their iPhone why wouldn't the customers be bullish?

7. Finalflash

Posts: 4063; Member since: Jul 23, 2013

Because they blew their load on the last one I doubt they'll see the same volume in sales as last year. iFans can be very hypocritical so I will not put it past them, but the only thing in the new iPhone that will seem new to them is force touch and that is a debatable feature when it comes to its usefulness. The camera is going 12MP but it is a new camera and has smaller pixels, so they'll have to re-optimize it from the ground up. We will have to wait and see the reviews, but it will probably be on par with their previous camera for the first year or so. Everything else pretty much stays the same. Screen is the same and it might be a separated panel which would be a step back appearance wise. 2 GB of RAM will only fix a huge hardware flaw rather than take the iPhone to its potential. Processor and GFX will be the standard yearly upgrade. That is about it, so I don't really see this "biggest jump in specs" that you mention. Their biggest sell is a gimmick like Siri was and their other upgrades are standard.

8. nctx77

Posts: 2540; Member since: Sep 03, 2013

What about the hundreds of millions of people on older iPhones? What about all the windows and Android switchers? Throw in the millions of people who upgrade their phones every year regardless and you could easily hit record numbers.. Do you seriously think that everybody has switched to the iPhone 6/6 plus? We hear this same song every S model. Where have you been? Your post is nothing but wishful thinking. You most likely write this same crap every year. You have to be tired of looking stupid every year.

10. Finalflash

Posts: 4063; Member since: Jul 23, 2013

I don't expect a fanboy to understand but this sentiment has been echoed by better analysts than Morgan Stanley which has an active stake in Apple. The main reason Apple breaks records usually is because they have a solid base that upgrades to only their products and they usually open up a new market which they were not officially selling in before. Last year it was China in which Apple doubled its market share in this generation. This year....there doesn't seem to be any. There were talks of Brazil, but their laws with technology have serious limitations. So without the new market, they are hoping for a massive amount of upgrades from iPhone owners and new entrants to their ecosystem. Switching from Android is something there are no solid numbers on but recent polls have indicated that there isn't much of a drive towards the iPhone from the Android side. Regardless, Tim Cook keeps claiming that a lot of people are switching from Android, but seeing as how they haven't shown any evidence and neither has anyone else it is likely just BS for the fanbase to feast on. The upgrading crowd was really used up last time since that larger screen was the most wanted thing for an iPhone ever since 2011. Every year it was a major ask by their fans, and every year they were disappointed....until last year. Finally getting that larger screen, I doubt anyone with an upgrade from an iPhone 5 or before generation said "lets wait". That leaves only the iPhone 5s crowd and assuming some of them already didn't upgrade because of the larger screen, the remaining will not be as much as those who were waiting for the iPhone 6 generation. They will sell a boat load of iPhones, but this is the first year there is serious concern over surpassing last year by most analysts especially after the Apple Watch sales disappointed so badly.

11. darkkjedii

Posts: 30977; Member since: Feb 05, 2011

He simply hope the iPhone fails bro. Here's there reality: It'll launch and sell huge, it may break sales records or maybe it won't. One thing go for sure, it'll be the usual humongous success iPhones always are, and the top selling brand of the year.

20. j2001m

Posts: 3061; Member since: Apr 28, 2014

Mate you need them to fail, I need them to fail, if they fail your iPhone 7 may be a very good upgrade and not the same old crap, something to make me move away from Samsung edge phones, not going to happen if they keep selling big numbers, look what happen to Samsung, before there Samsung phones look like crap and worked like crap and now you think they good

15. Chuck007

Posts: 1410; Member since: Mar 02, 2014

I am pretty sure Force Touch will be useful and second nature to most smartphone users... with time. It's never wise to buy the first-gen technology of anything. Especially from Apple.

17. joey_sfb

Posts: 6794; Member since: Mar 29, 2012

Morgon-Stanley customer are of course bullish, most likely waiting to selling their stock at the peak of Apple Keynote.

3. InsertUsernameHere

Posts: 430; Member since: Aug 31, 2014

Apple is trying to upgrade everything to persuade people who have the 6/6+ to buy the 6S/6S+.

4. sprockkets

Posts: 1612; Member since: Jan 16, 2012

Wouldn't you? "This changes everything. Again (3x)." It would be even better for them to say that instead of "Bigger than bigger."

5. jeroome86

Posts: 2314; Member since: Apr 12, 2012

Well actually they would still out sell the S6 series regardless. But the increase in specs is welcome.

6. Teejay1100

Posts: 115; Member since: Aug 16, 2012

Predicts 49 million purchased? That's a lot of $$$. Well I'll say this, this next iPhone will persuade a lot of iPhone 4s, 5, and 5s consumers to upgrade and those who were on the fence to get iOS. The added features in the 6s if rumors are true will be a good upgrade. Not to mention those who upgrade each year to the new iPhone......... (Sprint iPhone forever program, I'm looking at you) It's a win win situation.

13. zinger69

Posts: 86; Member since: Feb 13, 2014

Seems the people who are still are on the 4 or 5 may just jump on the 5s 6/6+ because they will be discounted once the 6s is released. I think these people would like a new iPhone but are not willing to shovel out the cash for a new 6s. Of course the hardcore Apple fans will take another mortgage out on their house just to have the latest and greatest but that is a small number.

9. kajam

Posts: 220; Member since: Jun 24, 2015

something i know for sure that 80% of apple users they buy iphone for the name not for the spec.

12. King_bilo

Posts: 115; Member since: May 20, 2015

I am really confused by these numbers. Usually we see the 2nd hand iphones landing in my country. Iphones are scarce in Africa now. Where are all the old ones going?!

14. SIGPRO

Posts: 2815; Member since: Oct 03, 2012

6s.....nothing special!

16. dimas

Posts: 3349; Member since: Jul 22, 2014

Morgan Stanley is just stating the obvious, iphone followers have always been bullish and expecting apple products. I'd be surprised if iphones won't even make 19 million units sold on the first quarter of launching.

18. bucky

Posts: 3778; Member since: Sep 30, 2009

I'll be getting the new iPhone but I'm more interested in the new Apple TV. Give me AC wifi and an AppStore and I'm sold.

19. CreeDiddy

Posts: 2151; Member since: Nov 04, 2011

Morgan Stanley can only predict. That's it. With the 6 and 6 Plus generating growth each quarter I see the 6S as a boost. They should end off well for the quarter and begin towards a record breaking 4th quarter. I predict they will hit 85-90+ million due to the demand for 6 and 6 Plus as its much greater than the 5S of last year.

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