UBS' Evidence Lab Phone Monitor now sees Apple iPhone sales hitting 70.9 million for Q1

UBS' Evidence Lab Phone Monitor now sees Apple iPhone sales hitting 70.9 million for Q1
Based on the number of Google search requests for the Apple iPhone, Swiss brokerage firm UBS' Evidence Lab Phone Monitor is raising its estimate of first quarter iPhone sales to 70.9 million units. That far surpasses the brokerage firm consensus of 64 million units that are expected to be sold for the three month period running from the beginning of January, to the end of March.

UBS analyst Steve Milunovich was impressed enough by the report to raise his first quarter iPhone sales forecast by 4 million phones, to 67 million. Still, the highly-regarded analyst is worried that Apple won't have enough phones on hand in order to hit the higher estimate produced by the Evidence Lab Phone Monitor.

For the seasonally weaker second quarter, Milunovich sees Apple cutting production of the Apple iPhone 6 by 40% sequentially from the first quarter. The analyst says that for the April through June quarter, Apple will change the mix and build a higher percentage of Apple iPhone 6 Plus units. This will help satiate strong demand for the phablet in Asia, and make up for supply issues with the device that he expects to see in the first quarter.



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source: SeekingAlpha

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47 Comments

1. Tritinum

Posts: 471; Member since: May 06, 2014

well good for apple I guess

2. iKamalkandel

Posts: 30; Member since: Sep 06, 2014

No one see that coming.

12. magnanimus

Posts: 565; Member since: Mar 29, 2013

Actually we did. Due to the bigger screen, Apple gained a lot more costumers that had previously wanted a big screen phone but Android wasn't their cup of tea. Coupled with the fact that they made iOS 8 a lot more open than it used to be.

19. bucky

Posts: 3771; Member since: Sep 30, 2009

Your sarcasm detector needs an oil change.

44. magnanimus

Posts: 565; Member since: Mar 29, 2013

I didn't take Phonearena for a place where there's sarcasm :P I go to 9gag fo that

26. EC112987

Posts: 1211; Member since: Nov 10, 2014

Open? Lol nothing about IOS is open lol and in my opinion they should of just improved ios7 which was their best os til date. What boosted sales is the big screens

3. Bozzor

Posts: 248; Member since: May 02, 2012

This is going to be interesting next year: what will the iPhone 6s/Plus S (?) demand be like? I find it hard to imagine that it could be anything like the madness we are seeing now...though Apple has been known to perform sales miracles.

7. nctx77

Posts: 2540; Member since: Sep 03, 2013

Oh boy! Not this comment again. I could retire if I had a dollar every time I've read something like this over the years with iphone sales. Dude, there are millions of people that are not upgrade eligible this year. Then you add all the people who are not on contract that upgrade every year. Add all the people that are switching from other platforms and lastly, add all the people who are rocking mad old iPhones who are finally ready to upgrade. Unlike computers, TVs and tablets, people usually upgrade their phones pretty often. It's probably the most necessary gadget out their.

13. g2a5b0e unregistered

Nctx77 is right. Every generation of the iPhone has sold more than the previous. That's 7 times in a row now. There is no reason to think it won't happen again.

15. Scott93274

Posts: 6021; Member since: Aug 06, 2013

It's true that each model has out performed the previous year's model in sales, but I think it's foolish to believe that will always be the case. Most people will wait a full two years before upgrading to a new phone. Not all people, just most, especially for iPhones as they're more expensive than the competition off contract. That and the fact that the larger displays prompted everyone who had been waiting more than two years to upgrade to do so, I don't see Apple coming out with any mind blowing must have features with the 6S unless they do a complete overhaul of the GUI, but any changes to the OS would/should make it to older models as well...

17. g2a5b0e unregistered

I agree that it would be foolish to think that the trend will continue forever, but there is no indication that it won't continue to happen for some time to come. Even if the 6S has no killer features, that doesn't change much. It wouldn't be the first time that an S iteration launched without any & still exceeded is predecessor.

21. Scott93274

Posts: 6021; Member since: Aug 06, 2013

Good argument, and very true, minimal updates to hardware haven't hindered sales in the past, but I'm sticking by my initial statement. But I welcome the idea of Apple surprising me with something unexpected. maybe they'll actually have sapphire displays with near zero reflections making the outdoor visibility unparalleled. That would be a strong selling point I would think.

4. RareCandy

Posts: 61; Member since: Nov 20, 2014

Congratulations Apple once again, love my iMac 5k retina :)

20. bucky

Posts: 3771; Member since: Sep 30, 2009

Nice! Just took the dive on a MacBook Pro retina 13" recently. OS X has been brilliant for me so far as a windows user

25. ArtSim98

Posts: 3535; Member since: Dec 21, 2012

I love the display on that thing I saw it in a store. But I just like Windows so much more :p

5. amasog

Posts: 552; Member since: Aug 22, 2013

bitter fandroids, go! bash the iPhone buyers, or those you call iSheeps. LOL! unleash your immaturity & narrow-mindedness.

8. Finalflash

Posts: 4061; Member since: Jul 23, 2013

And yet you're the only one here acting like a fanboy mentioning iSheep....

10. vandroid

Posts: 405; Member since: Sep 04, 2012

Yet on most sites and articles fanboys always mention "isheep" before any of them comment, they are worse than the isheep.

23. tedkord

Posts: 17043; Member since: Jun 17, 2009

What does that have to do with this article?

6. lazarus_26

Posts: 38; Member since: Sep 29, 2014

Impossibly incredible sales numbers. And they totally deserve this success, these are the best smartphones I have EVER used.

14. magnanimus

Posts: 565; Member since: Mar 29, 2013

The bitter truth is that you're right. I love android but I feel if I were to recommend a phone to anyone to buy, I would tell them to get an Apple device because its everything-proof. If only android manufacturers would take this up and instead of going spec crazy and making everything bigger, they should make the experience count. Motorola seems to be the only one making this steps but I don't trust Lenovo will continue this magic

9. TimCook

Posts: 450; Member since: Oct 23, 2014

Apple is simply the best...., And the IPhones are simply the best phones in the market. This huge success proves one thing, no one cares about Android, people don't like it. The only reason android phones had some success is 1, the price and 2, screen size, the reason of their succes was the hardware not the software.

22. Scott93274

Posts: 6021; Member since: Aug 06, 2013

And yet when people attack the iPhone, it's usually criticizing the operating system. You hear things along the lines of glorified app launcher, incapable of true multitasking, restrictive. Yes, your OS has optimization on its side, but each year that becomes less and less the case which is apparent when phones from the previous year suffers performance issues with the updated OS. It's not the same with Android as it has a significant amount of customization, features iOS won't get for years if ever, and Android devices typically improve their performance with OS updates. Take this into account with the points you made, we're not getting robbed by our OEMs when compared to the prices you pay, and then of course the hardware, we have so many options for consumers to choose from, people can buy a phone that best fits them. Plus the Apple ecosystem is anything to be desired, iCloud getting hacked, music getting deleted, accounts getting hijacked. "This huge success proves one thing, no one cares about Android, people don't like it.", right... everything I listed above is why 85% of the global market skips Apple's iOS and uses Android as their mobile OS of choice.

11. gagakiller

Posts: 176; Member since: Oct 08, 2014

The droids are butthurt. Phonearena will give them heart attack with these news lol

16. Scott93274

Posts: 6021; Member since: Aug 06, 2013

Say what? The Android OS is still hanging on to a massive 85% of the global market. 70,900,000 units is only impressive until you compare it to what Google is doing with their OS.

18. g2a5b0e unregistered

Don't waste your time with this guy, Scott. He is proving himself to be of the biggest trolls on the site.

29. gagakiller

Posts: 176; Member since: Oct 08, 2014

Truth isn't trolling. Apple being the best is a fact you should accept and live with it.

30. tedkord

Posts: 17043; Member since: Jun 17, 2009

And what you do isn't truth.

32. g2a5b0e unregistered

Now that you mention it, I'm not sure what I was thinking.

33. Scott93274

Posts: 6021; Member since: Aug 06, 2013

I can't help but notice that you aren't trying to argue my point. When you're going to talk crap about Android phones and use iPhone sales to back up your statement just remember Android sells more phones than Apple. Also, in the education industry, the humble Chromebook is beating out your iPads as the preferred learning instrument. And Apple TV has been on the market for how many years now? And in one year, Google sells more Chromecasts. Yeah, Apple really knows what it's doing...

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