Apple probably sold 50 million ‘boring’ iPhones during the holiday quarter

By , Jan 3, 2013

evercore-iphone-sales-chart

What should we expect to hear from Apple when it announces quarterly earnings later this month? One Wall Street observer Thursday forecasts a huge December quarter of 50 million iPhones and 24 million iPads sold. Although the company could report iPhone sales 86 percent higher than the previous quarter, an aggressive roll-out of the iPhone 5 may prompt Apple to reduce production by mid-year.

According to analyst Rob Cihra of Evercore Partners, the December quarter will reveal 86 percent growth of iPhone sales, compared to the previous three-month period. What’s more, the iPad mini will sell ten million of the 24 million Apple tablets moved during the holiday period, up 71 percent over the September quarter…

AppleInsider reports that Cihra told investors today that while the iPad mini had a “booming launch”, the continued high demand for the 9.7-inch tablet is constraining supplies.

As for Apple’s line of Macs, we may be seeing the first signs of strong demand for tablets taking some steam out of desktop and laptop computer sales. The analyst expects Apple will report five million Macs were sold during the December quarter, a three percent drop in year-over-year sales.

Mind you, Cihra calls its estimate of 80 million iOS devices in Q4 2012 “wholly conservative”.

Because of Apple’s decision to introduce its 2012 products with larger scale launches and the pent-up demand for the refreshed iOS gadgets, Cihra is forecasting the 50 million iPhones sold in the December quarter will drop to 39 million for the March period.

Although he continues to see AAPL stock as ‘Overweight’, the Apple watcher trimmed his stock price target to $750, down from $775.

Apple will announce its official quarterly sales numbers January 23.

As always, the iDB team will be listening to the call to glean the most important bits related to Apple’s metrics during the all-important holiday season.

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  • http://twitter.com/iPod_touch Jordan Dixon

    I predict that Apple will sell 300 million iPod Nanos. If they haven’t, you should all sell your stock because Apple is obviously failing. -_-

    • http://www.facebook.com/joe.jonsen Joe Jonsen

      apple is number 1 but i wish they had competition..

    • http://twitter.com/MCaudebec Maxim∑

      300 million ipod nanos?

  • Falk M.

    Damn, that diagram is awful to take stats from.

    Horizontal lines, people!

  • http://www.facebook.com/joe.jonsen Joe Jonsen

    As long as apple rules like this they will never improve their IOS or products cause they are doing fine as is and have no real competition

  • MagicDrumSticks

    Who cares how much they sold? Is that really your excuse? It sells because people don’t know any better. Most of my friends with an iPhone don’t even know they have features like do not disturb or passbook.

    The overall install base is pretty dumb, but people just buy it because “its an iPhone. ”

    Apple will probably never innovate again. It will take the general public a few years to realize that they are just getting a very slightly updated product each year and people will move on… Just like they did from black berry or the Nintendo wii.

    • http://www.facebook.com/jamess0000 Jaime Alan Mendez Castro

      im curious what is innovation for you??

      • MagicDrumSticks

        Innovation is what Samsung and Google are doing right now. I’m not an android fanboy but I feel it’s simply a better product.

        Look at features like smart stay and smart alert, where the screen detects that you’re looking at it and stays on accordingly.

        Stock Android has a camera feature where you simply hold down on the screen to bring up the settings menu.

        These types of things are not gimmicks… They are real world useful features which push the tech forward.

        Apple used to innovate but now they are simply using the iPhone name to release the same product each year. They know that people will buy the name and not the product and so they only slightly upgrade small things and ride the wave of success. It’s a very smart business strategy but in terms of making a great product.. I don’t feel it’s there anymore

  • Milo

    Y still buy iphone 5 when iphone 6 is coming out soon?

  • JBandP

    apple will continue to make half ass updates to all their products. What they really need is a UI update, i am sick and tired of the same thing i had 5 years ago in 2008.

    • iDevizes

      indeed the GUI is getting boring… i like the new windows tiles for instands but it aint easy to come up with a much more functional and better looking UI. Maybe Jony Ive will bring new spirit in iOS, i hope so.

  • Acicey

    that is a insane amount of apple products sold

  • http://twitter.com/mostlynerd Mostly Nerd

    I have a feeling that Apple products sell so well because the hardware is so good. At this point the software has more or less taken a back seat. The apps are not good looking or bad looking they are just okay.

    When someone says “Look how good the iPhone 5 looks” they are invariably talking about the hardware. You can’t deny that.

    iOS however, is boring. I am definitely bored with it and so are a lot of long time Apple customers that I know.

    http://bit.ly/Xxfzds