Analysts See Record-Breaking Sales for iPhone and Mac in Holiday Quarter

Apple's iPhone 6 and 6 Plus may boost the company's iPhone sales to a new record in the year-ending Q1 2015, says Morgan Stanley analyst Katy Huberty in a recent investor note. In line with other analyst predictions, Huberty and her team expect iPhone sales in the December holiday quarter to reach as high as 69 million units, eclipsing last year's quarterly record of 51 million units sold in Q1 2014.

Huberty also predicts strong Mac sales based on IDC's estimate of 5.8 million units, well above Morgan Stanley's earlier estimate of 5.2 million units and exceeding the record-setting 5.5 million Macs the company sold in fiscal Q4 2014. While the iPhone and Mac climb, iPad demand year-over-year is expected to remain weak with 22 million units shipped in Q1 2015, down slightly from the 26 million sold in the same quarter of 2014.

macbook_air_iphone_ipad
Looking ahead, Huberty believes Apple is on the cusp of a "super" iPhone upgrade cycle that will see an increased number of iPhone owners upgrading from their older iPhone models. The results from Morgan Stanley's Alphawise survey suggest that 35 percent of iPhone owners have an iPhone 4s or older. These older model iPhone owners are likely to upgrade in the next two years with nearly two-thirds of the predicted 200 million iPhone shipments in 2015 being purchased by these upgrade-eligible customers.

The Apple Watch also is expected to command interest in 2015 with 3 million units shipped during the first quarter of availability, predicts Huberty. Surveys suggest the wearable will be popular among iPhone owners, pushing sales to a predicted 30 million units in 2015.

Apple will announce the results for its first fiscal quarter of 2015 (fourth calendar quarter of 2014) and provide future earnings guidance on Tuesday, January 27. The quarterly earnings statement will be released around 1:30 PM Pacific/4:30 PM Eastern, with a conference call to discuss the report following at 2:00 PM Pacific/5:00 PM Eastern.

Top Rated Comments

iapplelove Avatar
92 months ago
A decline in iPad sales of 15% cannot reasonably be called "slight."

I still think it's because many consumers won't need to upgrade their iPads every year. not because people don't want tablets or iPads.
Score: 13 Votes (Like | Disagree)
heeloliver Avatar
92 months ago
I'd rather see Macs sell well over iPads.
Score: 12 Votes (Like | Disagree)
MacFather Avatar
92 months ago
Deleted.
Score: 11 Votes (Like | Disagree)
IJ Reilly Avatar
92 months ago
A decline in iPad sales of 15% cannot reasonably be called "slight."
Score: 10 Votes (Like | Disagree)
thekeyring Avatar
92 months ago
Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.
Apple seems to be competing, not against Samsung or Google or HTC, but against a weird nostalgic memory of what we think Apple used to be.

Apple does not use anything from Google, unlike every other phone maker out there. It has it's own curated app store, content stores and OS, own apps, and still, while developing and maintaining all of this, makes more profit than any other smartphone company - despite those other companies getting their software & ecosystem from Google for free.

When you compare it like this, Apple is still a great company, and hardly a me-too player that many of the others are.

When the competition embraced multiple-core chips in their phones - going as high as 8 cores - did Apple? No.

When the competition released bigger and bigger screens, did Apple immediately release a "me too" phone? No. By all standards they are "late" to the big screen game, entering only when it made sense for them.

Go to pretty much any Galaxy S v iPhone YouTube video or forum: There will be a bunch of people complaining about the lack of iPhone specs. The lack of NFC in iPhone. Does Apple care? No.
Score: 9 Votes (Like | Disagree)
goobot Avatar
92 months ago
I wonder how much of the amount of people sticking with the 4S and older has to do with people not wanting to get giant phones and the record sales are from people switching from android now that they can get their phablets on iOS?

I know if my 4S hadn't died I would still be on it, as it is I switched to android to get a smaller screen than the 6 or 6+. So I wonder if those on the 4S will really upgrade to newer iPhones in as large of numbers as these analysts predict...
The 5s is a good small size
Score: 8 Votes (Like | Disagree)

Popular Stories

intel vs m1 max chip purple

Benchmarks Confirm Intel's Latest Core i9 Chip Outperforms Apple's M1 Max With Several Caveats

Wednesday January 26, 2022 8:56 am PST by
Benchmark results have started to surface for MSI's new GE76 Raider, one of the first laptops to be powered by Intel's new 12th-generation Core i9 processor. Intel previously said that its new high-end Core i9 processor is faster than Apple's M1 Max chip in the 16-inch MacBook Pro and, as noted by Macworld, early Geekbench 5 results do appear to confirm this claim, but there are several...
General Dropbox Feature

macOS 12.3 Will Include Cloud Storage Changes Affecting Dropbox and OneDrive

Tuesday January 25, 2022 3:31 pm PST by
Dropbox today announced that users who update to macOS 12.3 once that software version becomes available may temporarily encounter issues with opening online-only files in some third-party apps on their Mac. In a support document and an email to customers, Dropbox said it is actively working on full support for online-only files on macOS 12.3 and will begin rolling out an updated version of...
Apple Watch Red Yellow Green Feature 1

Apple Launches Black Unity Braided Solo Loop With 'Unity Lights' Watch Face

Wednesday January 26, 2022 6:05 am PST by
Apple today announced the Black Unity Braided Solo Loop for the Apple Watch, as well as a new downloadable watch face, to celebrate Black History Month. Following the launch of the limited edition Black Unity Apple Watch Series 6 and Sport Band in 2021, Apple today launched the Black Unity Braided Solo Loop as part of its celebrations for Black History Month this year.Apple is launching a...
ios 15

Apple Releases iOS 15.3 and iPadOS 15.3 With Fix for Safari Bug That Leaks Browsing Activity

Wednesday January 26, 2022 10:00 am PST by
Apple today released iOS 15.3 and iPadOS 15.3, the third major updates to the iOS and iPadOS 15 operating systems that were released in September 2021. iOS and iPadOS 15.3 come almost two weeks after the release of iOS and iPadOS 15.2.1, minor bug fix updates. The iOS 15.3 and iPadOS 15.3 updates can be downloaded for free and the software is available on all eligible devices over-the-air in ...
iOS 15

Everything New in iOS 15.4 and iPadOS 15.4: Face ID With a Mask, Emojis, Apple Card Widget, Universal Control and More

Thursday January 27, 2022 12:08 pm PST by
Apple today seeded the first betas of iOS 15.4, iPadOS 15.4 to developers for testing purposes, adding a slew of new features to the latest iOS operating systems. iOS 15.4 is the biggest update that we've had to iOS 15 to date, and it brings Universal Control, Face ID with a mask, new emojis, and tons more. Face ID With a Mask With iOS 15.4, there is now an option to unlock your iPhone...
mobeewave

Upcoming iOS Update Will Allow iPhones to Accept Credit Cards Directly Using NFC

Wednesday January 26, 2022 6:00 pm PST by
Apple is working on a new payments service that will allow iPhones to accept payments directly on device with no additional hardware, reports Bloomberg. Right now, iPhones can accept credit cards with add-ons like the Square Reader, but Apple's new technology will eliminate the need for a third-party product. Individuals and small businesses will be able to accept payments with the tap of a...
macOS Monterey on MBP Feature

Apple Releases macOS Monterey 12.2 With Safari Vulnerability Fix

Wednesday January 26, 2022 10:19 am PST by
Apple today released macOS Monterey 12.2, the second major update to the macOS Monterey update that launched in October. macOS Monterey 12.2 comes over a month after the release of the 12.1 update, which brought SharePlay support. The ‌‌‌macOS Monterey 12.2‌‌ update can be downloaded on all eligible Macs using the Software Update section of System Preferences. Apple has also...