Morgan Stanley sees strong Q4 iPhone sales

Morgan Stanley sees strong Q4 iPhone sales
U.S. brokerage firm Morgan Stanley, whose analysts are usually right on when it comes to predicting iPhone sales, says that Apple will sell 67 million units of its smartphone during the calendar fourth quarter. The period, which runs from October through December, constitutes Apple's fiscal first quarter of 2015.

Morgan Stanley analyst Katy Huberty says that China has been a hotbed of strong iPhone demand this year. She notes that demand in the country is running at three times the global year-over-year increase in growth. U.S. growth in iPhone sales in 2014 compared to 2013 is running at around the global pace, while sales in Japan and France are under the global year-over-year growth rate. The analyst expects Apple to bring its inventory up a week so that its sales channels will hold 5 to 7 weeks worth of iPhones.

Huberty's forecast of Q4 iPhone sales falls under an estimate made by KGI's Ming-Chi Kuo, who predicted sales of 71.5 million units for the fourth quarter. Kuo sees the 4.7-inch Apple iPhone 6 outselling the larger 5.5-inch Apple iPhone 6 Plus by a 2 to 1 margin during the quarter. Huberty did not break down her sales prediction by individual models.

Recently, Apple has been able to balance the strong demand for its new models, with supplies. Lead times for most iPhone 6 and iPhone 6 Plus versions ordered from the online Apple Store, has been reduced to 1 business day from 3 to 5 business days and longer just two weeks ago.



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source: SeekingAlpha

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22 Comments

1. TimCook

Posts: 450; Member since: Oct 23, 2014

I predict 70 million units to be sold. In my opinion People totally love the IPhones because they are the best all around phones.., I also predict apple market dominance in the tablet bussiness if they finally release the IPad Pro.

16. kbakker

Posts: 16; Member since: Dec 16, 2014

I do think that Apple makes some terrific products, but to say they make the best all around phones is very debatable. They certainly may have 2-3 years ago, but things change. They still make the best phones for certain groups of people, but for others there are more compelling options. Sales aren't everything either. Rewind to 10 years ago and Windows computers were vastly outselling Macs in the US. Does that mean that Windows computers were better at the time? I would argue that Apple at that point was clearly producing the best computers.

21. kindlefireowner

Posts: 504; Member since: Dec 05, 2011

Business 101. Make a product that people want to buy. Then sell as many of that product as possible, for as much money as possible. You do understand that the smartphone industry is a business. Every company is in it to make money. Period.

18. AlikMalix unregistered

I think this TimCook character is just a reverse-troll.. the stuff he posts is pointless and useless... not sure why he gets upvotes...

20. boosook

Posts: 1442; Member since: Nov 19, 2012

They're the best until 5 p.m., when users realize that the battery is empty! ;)

2. xtroid2k

Posts: 601; Member since: Jan 11, 2010

We already knew this. It's the holiday season.

3. wtmana

Posts: 56; Member since: Nov 27, 2013

Iphone just need 2 things to be a perfect. 1 better battery life and 2 better camera. I come from galaxy s5, and now i have iphone 6 and i loved this phone. App store have much better apps that play store.

7. whocar3s

Posts: 20; Member since: Oct 28, 2014

iPhone just need better battery life. Camera on iPhone is the best on the market :)

9. wtmana

Posts: 56; Member since: Nov 27, 2013

My wife have Lg g3 and trust me, the camera is better that my iphone 6.

10. Salazzi

Posts: 537; Member since: Feb 17, 2014

Here's what I'll tell you bud. I have the 6+ and it's awesome. Camera is the best out of all devices (compared against the Note 4 as well and colors were more natural on the iPhone). Night shots are phenomenal and I was really shocked by the quality. I thought the 5S was pretty good but Apple blew me away this round and I'm sure will continue to do so with future models. As for batter life, with 8.0, 8.0.1, it seemed platry. Felt it did the same as the 5S. With the latest update though, it's like battery life almost doubled. So much so, that I'm tempted to run my own benchmarks (loop video til battery dies, play music til battery dies, etc). I go 2 days on average with no charging. I play Clash of Clans and other games, while also checking up on my social media accounts (Facebook, Instagram, Whatsapp, etc) and the battery lasts me 1.75-2.25 days on average. Also during the night I run the Sleep Cycle app so my phone get's no rest.

22. Philipand96

Posts: 103; Member since: Jul 12, 2014

Your experiances are at odds with the INDEPENDENT testing which are conducted by repatable sites which end in the word "ARENA" I am really not bothered by the sales that these 2 editions are achieving. It seems to be the default response that iPhones are registering the bechmarks they do, having an application open a few millisecond faster than say a Samsung or LG does NOT give it features that are absent. A recent phonearena article "What is ON the NOTE4 and NOT on the iPhone6+" with 30 plus being submitted! The specs for the iPhone6 are a tweak of what was on the iPhone 5 which is 2 years olderhttp://www.gsmarena.com/compare.php3?idPhone1=4910&idPhone2=6378 (the iPhione4s only has a 512Mb ram I wonder when the bubble will burst as this is akin to Tulip mania w ith Apple ditching Gorilla glasshttp://appleinsider.com/articles/14/11/24/iphone-6-6-plus-owners-complain-of-easily-scratched-screens-

11. CreeDiddy

Posts: 2101; Member since: Nov 04, 2011

Agreed! Not impressed by S5. Entire eco system is much better than the Galaxy phones.

4. sun0066

Posts: 251; Member since: Feb 12, 2011

all and all iphones are the best phone , everything works as it should , androids are good too but I always come back to the iphone

5. gagakiller

Posts: 176; Member since: Oct 08, 2014

it is the most powerful, most elegant phone in the market, so that shouldn't be a surprise

6. Martin_Cooper

Posts: 1774; Member since: Jul 30, 2013

Thats kinda subjective, at least the non most powerful parts. All in all I haven't heard a single iphone 6 user that wishes to exchange it with an android. Beside few unlucky people with defective phones everyone seems super happy. Kudos to Apple.

8. medtxa

Posts: 1655; Member since: Jun 02, 2014

this could be a nice looking phone but not, the placement and odd color choice of plastic strip on back make it look cheaper than it should, the plastic strip should be darker shade than the body, gold white combination is worst ,/.

12. CreeDiddy

Posts: 2101; Member since: Nov 04, 2011

That is your opinion, but with a case everything goes away. In terms of build quality Apple is still the one to beat. HTC M8 comes in as the best quality for Android.

14. kbakker

Posts: 16; Member since: Dec 16, 2014

Although I agree that overall Apple has great build quality, I think the 6 does not live up to the 5s and I'm not the only one I've met that feels this way. If you hold a One M8 and then a 6 it's apparent that the HTC has better build quality. Keep in mind I'm not talking about the OS, the camera, etc., just build quality.

13. darkkjedii

Posts: 30672; Member since: Feb 05, 2011

I just left Apple picking up my 128 gig gold 6 plus, the store was packed wall to wall. We have four Apple stores in the LV, and they stay packed. I see a record 4th quarter.

15. Tziggy14

Posts: 618; Member since: Sep 02, 2014

With the strong sales of the iPhone 6 an 6+, I can see Apple finally taking back the majority market share in the U.S. again. Right now it's neck and neck.

17. wtmana

Posts: 56; Member since: Nov 27, 2013

Iphone is only one company, android have 100's phones out there. Apple is #1. Samsung have new phone every month, and apple is top in the market every year.

19. Cicero

Posts: 1101; Member since: Jan 22, 2014

Oh, Morgan Stanley. Are they one of the guys who start the financial crisis back on 2008?

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